Orin Green Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $327K | Hold |
1,075
| – | – | 0.14% | 61 |
|
2025
Q1 | $272K | Buy |
+1,075
| New | +$272K | 0.13% | 61 |
|
2024
Q4 | – | Sell |
-949
| Closed | -$269K | – | 59 |
|
2024
Q3 | $269K | Hold |
949
| – | – | 0.12% | 65 |
|
2024
Q2 | $254K | Buy |
+949
| New | +$254K | 0.12% | 64 |
|
2024
Q1 | – | Sell |
-949
| Closed | -$225K | – | 66 |
|
2023
Q4 | $225K | Buy |
+949
| New | +$225K | 0.11% | 67 |
|
2023
Q3 | – | Sell |
-928
| Closed | -$204K | – | 80 |
|
2023
Q2 | $204K | Buy |
+928
| New | +$204K | 0.11% | 64 |
|